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NewEdge Advisors’s iShares Global 100 ETF IOO Stock Holding History

NewEdge Advisors’s Portfolio IOO Stock Details IOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$615K Sell
5,080
-77
-1% -$9.71K ﹤0.01% 1825
2025
Q4 		$653K Sell
5,157
-321
-6% -$39.9K ﹤0.01% 1768
2025
Q3 		$657K Sell
5,478
-39
-0.7% -$4.44K ﹤0.01% 1653
2025
Q2 		$595K Sell
5,517
-1,065
-16% -$106K ﹤0.01% 1593
2025
Q1 		$634K Sell
6,582
-2,725
-29% -$275K ﹤0.01% 1444
2024
Q4 		$938K Buy
9,307
+779
+9% +$78.2K 0.01% 1192
2024
Q3 		$846K Sell
8,528
-2,434
-22% -$235K 0.01% 1181
2024
Q2 		$1.06M Buy
10,962
+2,567
+31% +$235K 0.01% 1037
2024
Q1 		$751K Buy
8,395
+538
+7% +$45.6K 0.01% 1140
2023
Q4 		$633K Buy
7,857
+4,184
+114% +$320K 0.01% 1163
2023
Q3 		$269K Buy
3,673
+505
+16% +$38.3K ﹤0.01% 1485
2023
Q2 		$241K Buy
3,168
+3,061
+2,861% +$224K ﹤0.01% 1560
2023
Q1 		$7.48K Sell
107
-2,500
-96% -$168K ﹤0.01% 2659
2022
Q4 		$160K Buy
+2,607
New +$167K ﹤0.01% 1261
2022
Q3 		– Sell
-11,360
Closed -$728K – 1594
2022
Q2 		$728K Buy
+11,360
New +$788K 0.01% 821

Other funds holding IOO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NewEdge Advisors's IOO Position: Q1 2026 in Review

NewEdge Advisors reduced its iShares Global 100 ETF (IOO) stake by 1.5% in Q1 2026, selling an estimated $9.71K and leaving 5,080 shares worth $615K. The position accounts for ﹤0.01% of the portfolio, ranked #1825.

NewEdge Advisors first reported a position in IOO in Q2 2022 and has held it in 15 quarters since. The position peaked at $1.06M in Q2 2024. 355 funds tracked by Wall St. Rank hold IOO as of Q1 2026.

  • NewEdge Advisors held 5,080 shares of iShares Global 100 ETF worth $615K as of Q1 2026.
  • NewEdge Advisors sold 77 iShares Global 100 ETF shares in Q1 2026, an estimated $9.71K.
  • iShares Global 100 ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1825 holding.
  • NewEdge Advisors first reported a position in iShares Global 100 ETF in Q2 2022 and has held it in 15 quarters since.
  • NewEdge Advisors's iShares Global 100 ETF position peaked at $1.06M in Q2 2024.
  • 355 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.